Recovering A Lost Template

You're ready to build a proposal from a template, but the template is gone. Here's how to recover it.

Written by Allan Duquette Updated over a week ago

It happens from time to time: A colleague cleaned up the Template Library and didn't realize that what they considered junk was your treasure. Before trying to re-invent the wheel and rewrite the whole thing, here's how to restore that template in a few clicks.

Step 1: Locate a proposal made from the template

You can locate the proposal either from your Pipeline or Archives.

If the proposal is archived, lost, or won, you'll need to make a duplicate of it.

To make a duplicate of a won proposal, select the three dot menu on the right and select “duplicate”

To duplicate an archived copy, enter the proposal Snapshot and select duplicate, located at the top of the page:

Once this is done, you'll find the duplicate in your Drafts queue.

Step 2: Enter the Editor

Once you've located the proposal in the Pipeline, hover over it and click edit:

This will take you to the proposal's Editor. You can also click the proposal and enter the Editor from the proposal's Snapshot page:

Step 3: Save as Template

Once you're in the Editor, the final step would be to save your proposal as a template. You can do that by selecting the triangle next to save and then select template.

From there, a menu will appear asking you to name your template:

Once you've named the template, select save at the bottom right:

That's it! You'll find this template in your Template Library, ready to be used for your future proposals.